AMZN vs TJX
Amazon.com Inc. Common Stock vs TJX Companies Inc. (The) Common Stock. Side-by-side ACCE scores, valuation, profitability, and growth.
$TJX Edges Out $AMZN in a Close Call
Both stocks carry nearly identical ACCE scores (64 vs 65) and both look stretched on valuation — $AMZN's 6-model fair value sits at $131.92, implying -42.9% downside from $230.92, while $TJX's $95.49 fair value implies -38.4% downside from $155.07. Neither is cheap.
$AMZN's growth story is undeniably stronger: revenue up 16.6% YoY and earnings surging 74.8% earn it a Growth score of 88. But momentum is weak at 47, and its FCF yield is a thin 0.3%.
$TJX wins on capital efficiency and real cash returns. Its ROE of 61.3% dwarfs $AMZN's 24.3%, its FCF yield of 2.9% is nearly 10x higher, and its 1-year return of 27.0% versus $AMZN's 6.4% shows the market has already been rewarding it. A momentum score of 70 confirms that trend has legs. The 1.1% dividend yield is modest but more than $AMZN offers.
$AMZN is the better growth compounder long-term, but at current prices, $TJX's superior capital returns, stronger momentum, and lower valuation gap make it the more attractive near-term pick.